Aigen Investment Management’s UMH Properties UMH Stock Holding History

Aigen Investment Management’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,737	Closed	-$234K	–	993
2025 Q3	$234K	Buy	+15,737	New	+$252K	0.04%	618
2024 Q1	–	Sell	-18,314	Closed	-$281K	–	1022
2023 Q4	$281K	Buy	+18,314	New	+$264K	0.05%	513
2023 Q3	–	Sell	-13,423	Closed	-$215K	–	1095
2023 Q2	$215K	Sell	13,423 -11,380	-46%	-$176K	0.03%	596
2023 Q1	$367K	Buy	+24,803	New	+$407K	0.05%	379
2021 Q1	–	Sell	-14,030	Closed	-$208K	–	895
2020 Q4	$208K	Sell	14,030 -1,972	-12%	-$28.7K	0.03%	671
2020 Q3	$217K	Buy	+16,002	New	+$213K	0.03%	622
2020 Q1	–	Sell	-5,705	Closed	-$90K	–	1586
2019 Q4	$90K	Buy	+5,705	New	+$86K	0.01%	706

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Aigen Investment Management's UMH Position: Q4 2025 in Review

Aigen Investment Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 15,737 shares — an estimated $234K sold.

Aigen Investment Management first reported a position in UMH in Q4 2019 and held it in 7 quarters. The position peaked at $367K in Q1 2023. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Aigen Investment Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 15,737 UMH Properties shares in Q4 2025, an estimated $234K.
Aigen Investment Management first reported a position in UMH Properties in Q4 2019 and held it in 7 quarters.
Aigen Investment Management's UMH Properties position peaked at $367K in Q1 2023.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.